Back in 2012 (2012?!) we wrote: 6 Ways Wholesalers Can Market Like Coca-Cola.
Lately we’ve been thinking about wholesaler marketing and what we can learn from other iconic brands.
49 Great Discovery Questions To Ask Advisors Over The Age Of 60
You are a wholesaler who is under 35 years of age.
They are an advisor who is over 60 and has been in the business almost as long as you have been alive.
Exactly what profiling questions would you ask so as to 1) properly understand their practice and 2) not embarrass yourself?
107 Open-Ended Profiling Questions for Wholesalers To Ask Financial Advisors
Understanding the nuances of a financial advisor’s practice is critical.
Great wholesalers probe beyond the surface, asking thought-provoking questions to uncover the depth and breadth of an advisor’s business model, investment philosophy, client relationship strategies, and so much more.
Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers?
Is email still effective?
Can speaking at broker dealer events provide the advisor eyeballs and attention you desire?
How do industry conferences rank in the hierarchy of productive wholesaler marketing activities?
The Evolution of ChatGPT and AI: How Can Wholesalers Take Advantage of Emerging Technology?
AI is all the rage.
If you’re thinking what we’re thinking, there is no way that this doesn’t change the game of wholesaling, in some fashion, over time.
At Wholesaler Masterminds® we have have been leaning all the way into the technology to bring you these ideas to enable you to apply AI to your practice.
Here’s some of what we’ve learned so far – and there’s sure to be so much more to come.
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